AI call analysis

Nimbata AI analyzes every call automatically after it ends: transcribing, tagging, rating, summarizing, and assigning value without you listening to a single recording. This page shows how to set it up step by step or from the AI Call Analysis template, and what post-call actions it generates.

Set up AI call analysis

This section walks through each AI feature and how to enable it.

Enable call transcriptions and AI summaries

Transcriptions are the foundation. All other AI features depend on them.

1. Create a new workflow

   • Go to Workflows.
   • Click + Create in the top-right corner.

2. Select From Scratch

   • In the Create a New Workflow menu, select From Scratch.

3. Confirm the trigger

   • Confirm that Trigger Enrollment is set to Inbound Call > Call Ends.

4. Add the Transcribe Call action

   • Click the + plus sign.
   • Click Perform action.
   • Select Transcribe Call from the task menu.

5. Accept the consent prompt

   • Click Agree on the Enable Transcriptions pop-up.

   

Enable AI auto-tagging

Tags identify the purpose and outcome of each call. Nimbata AI applies them based on what was said.

Available Call Status tags: Appointment Booked, Call Back Requested, Follow-up Scheduled, Call Dropped / Technical Issue, Conversion, Existing Customer, No Answer, Not Interested, Qualified Lead, Sale Confirmed, SPAM, Wrong Number.

Available Sentiment tags: Angry, Frustrated, Happy, Mixed, Satisfied.

1. Add a Tags action

   • Click + Add task.
   • Select Tags from the task menu.

2. Toggle Fill with AI and configure

   • Toggle on Fill with AI.
   • Optionally, add tags and write instructions for how the AI should apply them.
   • Click OK.

   You can leave the fields empty and click OK immediately; the AI uses conversational context to tag calls automatically.

   

Enable AI star ratings

Nimbata AI rates call quality on a 1 to 5 star scale.

1. Add a Rating action

   • Click + Add task.
   • Select Rating from the task menu.

2. Toggle Fill with AI and configure

   • Toggle on Fill with AI.
   • Optionally, write instructions for how the AI should score calls.
   • Click OK.

   The AI uses conversational context, tone, and outcome to assign a rating.

Enable AI-generated call notes

Nimbata AI extracts key points from each call and displays them as structured notes.

1. Add a Notes action

   • Click + Add task.
   • Select Notes from the task menu.

2. Toggle Fill with AI and configure

   • Toggle on Fill with AI.
   • Optionally, write instructions for what the AI should capture (for example: booking details, customer intent, follow-up steps).
   • Click OK.

Enable AI call value estimation

Nimbata AI estimates the monetary value of each call based on conversation content.

1. Add a Value action

   • Click + Add task.
   • Select Value from the task menu.

2. Toggle Fill with AI and configure

   • Toggle on Fill with AI.
   • Optionally, write instructions for how the AI should calculate value (for example: based on quoted price, product mentioned, or appointment type).
   • Click OK.

   The AI assigns a value where applicable, such as a quoted service price or a booked appointment cost.

3. Enable the workflow

   • Click Enable in the top-right corner of the workflow builder.

🎉 Nimbata AI now automatically analyzes every future inbound call: transcribing, tagging, rating, taking notes, and assigning value. Here’s what a fully processed call looks like in the call details view:

Detailed guide: Turn on transcriptions and summaries
Detailed guide: Start from a template
Detailed guide: Post-call actions
Detailed guide: Keyword and phrase spotting

Start from a template

An AI Call Analysis workflow lets Nimbata automatically analyze every call after it ends. You get instant, structured insights, such as summaries, notes, tags, ratings, and call value, without listening to recordings or reading full transcripts.

1. Go to Workflows and click Create

   • Go to Workflows.
   • Click Create in the top-right corner.

2. Select From Template

   • In the Create a New Workflow menu, select From Template.

3. Choose the AI Call Analysis template

   • In the Workflow Templates menu, hover over AI Call Analysis.
   • Click Use template.

   

4. Enable the workflow

   • Click Enable in the top-right corner of the workflow builder.

   Alternatively, go back to the main Workflows list, find the workflow titled AI Call Analysis, and toggle it on.

🎉 For every qualifying call, Nimbata AI now automatically generates:

• Tags: such as Conversion or Qualified Lead
• Call value: for example, $50 dental cleaning appointment
• Notes: a summary of the call, with relevant context
• Star rating: based on sentiment and outcome, on a scale of 1 to 5
• Action plan: with a description, owner, priority, deadline, follow-up requirements, and recommended communication strategy for each call participant

• Coaching plan: covering strengths observed, improvement opportunities, actionable coaching steps, and recommended coaching style

• Smart email follow-up template: ready to send based on the call’s context

Detailed guide: Set up AI call analysis
Detailed guide: Post-call actions
Detailed guide: Turn on transcriptions and summaries

Post-call actions

Post-call actions are automated tasks that run after a phone call ends. They are generated by Nimbata AI as part of the AI Call Analysis workflow and appear inside the call details alongside your transcript, tags, rating, and notes.

The three post-call action components

Coaching helps managers train agents based on real call performance.

• Strengths observed: what the agent did well, such as effective call control or clear pricing communication.
• Improvement opportunities: specific situations the agent could have handled better.
• Actionable coaching steps: concrete advice on what to change in future calls and why it matters.

Smart Follow-Up drafts ready-to-use messages based on the call’s context.

• Contextual templates: AI generates a complete message with a subject line, personalized greeting, summary of what was discussed, and agreed-upon next steps.
• Closing the loop: every lead receives a professional confirmation of their inquiry or appointment without manual typing.

Action Plan breaks down the conversation into specific, manageable tasks.

• Description: a clear summary of the task, such as Book an appointment or Prepare parts.
• Owner & Priority: assigns responsibility and urgency (for example, High or Urgent).
• Deadline & Follow-up requirements: sets a timeframe and any additional steps needed.

Other post-call automation you can configure

Beyond the three AI components, workflows can trigger a wide range of actions after a call ends, including: sending email or Slack notifications, creating or updating CRM contacts in HubSpot, Salesforce, or Zoho, applying call tags based on outcomes or AI insights, pushing qualified conversions to Google Ads or Meta, and updating custom fields with metadata.

Set up post-call actions

1. Go to Workflows and click Create

   • Go to Workflows.
   • Click Create in the top-right corner.

2. Select From Template

   • In the Create a New Workflow menu, select From Template.

3. Choose the AI Call Analysis template

   • Hover over AI Call Analysis.
   • Click Use template (the Workflow Templates page is shown under Start from a template).

4. Review the generated workflow

   The template sets the trigger to Call Ends, enables transcription, and preconfigures seven AI actions that generate all post-call outputs.

   

5. Enable the workflow

   • Click Enable in the top-right corner.

🎉 Post-call actions are now generated automatically after every qualifying call.

Tips for getting the most from post-call actions

• Set clear filter criteria so only meaningful calls trigger actions.
• Combine multiple actions, for example tag + notify + push to CRM, in the same workflow.
• Test with a sample call to confirm the workflow fires as expected.

Detailed guide: Start from a template
Detailed guide: Set up AI call analysis
Detailed guide: Turn on transcriptions and summaries